FNWA
Financial Network Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
3,140
-852
| -21% | -$53.3K | 0.24% | 80 |
|
|
2025
Q1 | $238K | Buy |
3,992
+3,635
| +1,018% | +$217K | 0.31% | 66 |
|
|
2024
Q4 | $22.1K | Buy |
+357
| New | +$22.1K | 0.04% | 264 |
|
|
2024
Q3 | – | Sell |
-3,841
| Closed | -$225K | – | 896 |
|
|
2024
Q2 | $225K | Buy |
+3,841
| New | +$225K | 0.17% | 124 |
|